Agnes Mlolele

• Daily monitoring of inflows and outflows for deep understanding of client’s business cycles. (Deposits Mobilization).
• Account management monitoring esp. on Assets to make sure it shows the positive trends on liquidation.
• Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
• Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
• Established strong Pan- Banking with internal partners such as Business banking, private banking, and wealth management teams to identify potential new clients.
• Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
• Worked closely with Origination and credit analysts to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
• Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
• Developed new banking relationships with business prospects.
• Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
• Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
• Organized client appreciation events showcasing bank's commitment to long-term partnerships while also generating referrals from satisfied customers.( eg. Dinner Meetings).
• Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs, and make sure they meet the bank's top managements twice quartely.
• Researched current trends/Market to identify prospective customers and determination.
• Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
• Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
• Ensure visits are done with the Bank's corresponded, partnering Banks and client's head quarters.

• Daily Monitoring of client's inflows and outflows, account management esp. on Assets and Liabilities to make sure it shows the positive trends on liquidation and Deposits.
• Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
• Enhanced team productivity by leading weekly strategy meetings focused on client engagement and conflict resolution.
• Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.
• Negotiated and closed complex deals with key clients, securing significant revenue streams.
• Developed referral program that incentivized current clients to refer new business, leading to increased client base.
• Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
• Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
• Conducted in-depth market research to identify new business opportunities and potential areas for expansion.
• Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
• Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
• Maintained knowledge on banking products and distribution to provide optimal service support.

• To Established, grow and increase size of portfolio in liabilities and assets for Chinese Clients.
• Acquiring, growing, retaining and deepening customer relationships in the wealth segment through effective relationship management.
• Daily monitoring of inflows and outflows for deep understanding of client’s business cycles.
• Weekly communication with potential clients for more business follow up.
• Account management monitoring esp. on Assets to make sure it shows the positive trends on liquidation.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• To communicate in Mandarin whenever required
• To coordinate event/sponsorship esp. Chinese community done by the bank for the purpose of recruit, retaining and gaining market awareness.

• Advice, assist the company and staffs for a good bank to cooperate with in terms of different services and facilities.
• Maintaining the Communication with banks for any new products that can benefit the company.
• Managing and controlling budgets of bank charges for the company benefits.
• Do translations of Chinese to English and Swahili when required.

• Acquiring, increasing the portfolio sizes and retained potential clients to increase the bank wallet share.
• To achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
• Provide truly professional customer service to achieve a high level of their satisfaction.
• Increasing Bank M wallet share with and revenue from existing Wealth customers.
• To communicate in Mandarin with the Chinese

customers and Team whenever required.

• Facilitated cross-functional team meetings to discuss procurement-related issues and develop effective solutions collectively.
• Participated in supplier audits to verify adherence to quality standards and requirements, ensuring the delivery of high-quality products.
• Fostering strong relationships with supplier ensuring timely deliveries.
• Improved order accuracy by closely monitoring purchase orders and addressing discrepancies in a timely manner.
• Budgeting and Purchasing goods needed by the Company./Sourcing and ordering office equipment.

• Completed data entry tasks with accuracy and efficiency.
• Followed established procedures to enter and process data correctly.
• Organized, sorted, and checked input data against original documents.
• Scanned documents and saved in database to keep records of essential organizational information.